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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,162 | $180,459-75.0% | $154,108-70.7% | $135,380-66.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.43% | 888.21%-898.6pp | 735.21%-745.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $5,820 | $6,035-3.6% | $5,298+9.9% | $4,779+21.8% |
| Participant deferral / active EE | $3,320 | $5,806-42.8% | $5,081-34.7% | $5,609-40.8% |
| Admin fee / account holder | $221 | $16,145-98.6% | $13,411-98.4% | $10,828-98.0% |